Justin Aikens

Senior Financial Advisor

Role
Senior Financial Advisor at Merrill Lynch
Location
Wayne, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Justin Aikens

Justin knew from an early age that his purpose in life was to bring value to those around him. Starting out as a Business Administration major through his first two years in college, it only took one finance course to convince him to switch majors.Justin began his career bringing value to teachers in the surrounding area through establishing and managing their retirement plans. While he took away good experience, he knew that the teachers he served needed more. He felt limited in his role as their advisor. Justin wanted to be able to provide more diverse planning and implementation for his clients. This desire to offer more led him to joining Merrill.As a Merrill Financial Advisor, Justin takes pride in helping his clients pursue both their personal and their family\'s financial goals. Having witnessed firsthand around him what can happen to a family that does not have specific financial goals and a financial strategy to achieve them, his approach is to start by determining a client\'s goals, establishing a plan, working through the next steps and ultimately tracking their progress. More than being just an advisor, Justin positions himself as a guide, teacher, and an educator to build relationships and provide value. Through the investment insights of Merrill and access to the banking convenience of Bank of America, Justin strives for excellence in serving clients and their best interests. Seeing clients achieve their personal and family goals is his passion. Justin graduated high school from Franklin Towne Charter and earned his bachelor\'s degree in Finance from Saint Joseph\'s University. After competing for four years rowing through college, Justin is an active rower that keeps his competitive spirit alive. His main points of interest are working out, painting, and following professional football. Go Birds!*Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certifications marks or registered certifications marks of The College for Financial Planning Institutes Corp. in the United States.

Experience

  1. Senior Financial Advisor

    Merrill Lynch

    Dec 2019 — Present

Education

  • Saint Joseph's University

    Bachelor's Degree

    2015 — 2019

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Justin Aikens — Senior Financial Advisor at Merrill Lynch in Wayne, PA, US | Unifers